Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
UTI Infrastructure Fund - Regular Plan
|
Very High
|
Please wait... |
2.14 |
|||
Very High
|
Please wait... |
1.91 |
||||
Very High
|
Please wait... |
1.94 |
||||
Very High
|
Please wait... |
1.88 |
||||
Very High
|
Please wait... |
2.00 |
₹2,491 Cr
1.00 (30)
5,000
--
500
6
Investment Strategy
The Scheme seeks to provide long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged either directly or indirectly in the infrastructure areas of the Indian economy.
Suitability
This is a fund that invests mainly in shares of companies engaged in infrastructure-related activities or are expected to benefit from them.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other infrastructure fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
1 min read•By Value Research
4 min read•By Kumar Shankar Roy
1 min read•By News Desk
UTI Infrastructure Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in the shares of companies engaged in infrastructure-related activities.
Mutual funds can be bought directly from the website of the fund house. For instance, UTI Infrastructure Fund - Regular Plan fund can be purchased from the website of UTI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of UTI Infrastructure Fund - Regular Plan is ₹145.4421 as of 14-Aug-2024.
The AUM of UTI Infrastructure Fund - Regular Plan Fund is ₹2,491 Cr as of 31-Jul-2024
The riskometer level of UTI Infrastructure Fund - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
10.29
|
|
10.22
|
|
6.98
|
|
5.02
|
|
4.61
|
As of 31-Jul-2024, UTI Infrastructure Fund - Regular Plan had invested 94.54% in Equity, 5.35% in Cash & Cash Eq. and 0.11% in Debt See More
UTI Infrastructure Fund - Regular Plan is 20 years 4 months old. It has delivered 14.52% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
51.42%
|
24.94%
|
24.09%
|
15.82%
|
14.72%
|
14.52%
|
No, There is no lock in period in UTI Infrastructure Fund - Regular Plan.
The expense ratio of UTI Infrastructure Fund - Regular Plan is 2.14.